Aon Unclaimed

Access diverse non-traditional asset classes to enhance investment strategies.

Enhance investment decision-making through tailored asset allocation strategies based on rigorous market analysis.

Provides customized investment strategies to meet unique institutional client needs.

Enhances financial security through tailored investment and policy management for defined benefit plans.

Ensure optimal investment choices and performance monitoring.

Enhances investment outcomes for public sector organizations through tailored strategies.

Streamline management and optimize decisions for defined benefit pension plans.

Facilitates de-risking and optimizes resource allocation for pension plans.

Optimize asset servicing with expert custodian and lending advisory.

Enhance organizational health and benefits with data-driven insights and innovative solutions.

Optimize insurance buying decisions for enhanced risk management.

Alternative Investing

Alternative Investing is a collection of non-traditional asset class offerings including private equity, venture capital, private credit, hedge funds/liquid alternatives, infrastructure, and real estate.

• Gain Access To Private Equity
  Investing in private equity offers the potential for high returns, allowing clients to capitalize on growing companies and industries.
• Invest In Startups
  Venture capital investments in startups provide clients the chance to engage with innovative businesses poised for growth.
• Diversify Capital Sources
  Private credit offers an alternative to traditional financing, often yielding attractive returns with lower market correlation.
• Explore Hedge Fund Options
  Hedge funds provide sophisticated investment strategies that can hedge against market volatility.
• Invest In Infrastructure
  Infrastructure investments provide stable returns and can serve as a hedge against inflation.
• Integrate Real Estate Investments
  Real estate investments add a tangible asset class to diversify and stabilize investment portfolios.

Asset Allocation Strategy

Asset Allocation Strategy leverages economists and asset allocation professionals to consider key economic and market events and investment risks and opportunities to guide allocation decisions.

• Delivers Custom Solutions
  Offers personalized strategies that align with unique investment goals and risk profiles.
• Informs Decisions
  Ensures clarity in responses to economic dynamics, optimizing performance.
• Mitigates Risks
  Identifies and quantifies potential investment challenges, enhancing strategic positioning.

Investment Advisory Consulting

Investment advisory consulting blends investment and asset modeling experience to help build tailor-made investment programs for institutional clients.

• Creates Customized Investment Solutions
  Designs investment strategies tailored specifically to each client's unique circumstances, preferences, and risk profiles.
• Utilizes Data-Driven Insights
  Leverages robust analytics to create investment strategies aligned with client objectives and market conditions.
• Enhances Risk Resilience
  Provides clients with strategies that effectively manage and mitigate risks in their investment portfolios.
• Tracks Investment Performance
  Enables clients to assess the effectiveness of their investment strategies and make necessary adjustments.

Defined Benefit Investment Strategy

Defined Benefit Investment Strategy provides portfolio management, alternatives consulting, manager research and investment policy services for defined benefit plans.

• Streamline Portfolio Management
  Ensure optimal asset allocation and risk management in investment portfolios.
• Implement Clear Investment Guidelines
  Establish coherent investment strategies to align with organizational goals and risk profiles.
• Leverage Alternative Investments
  Tap into non-traditional asset classes to diversify and enhance returns.
• Make Informed Manager Selections
  Utilize rigorous analysis to choose the best investment managers.

Defined Contribution Investment Strategy

Defined Contribution Investment Strategy assists with selecting investment options and monitoring fund manager performance for defined contribution plans.

• Facilitates Informed Investment Choices
  Provides expertise in selecting the best-suited investment options for your defined contribution plans, enhancing employee satisfaction and investment outcomes.
• Ensures Effective Fund Management
  Regularly assesses and monitors fund managers to ensure optimal performance and alignment with client investment goals.

Public Sector Investment Strategy

Public Sector Investment Strategy focuses on developing and guiding investment approaches for public sector organizations. It integrates governance, risk management, and innovative financial strategies tailored to meet the specific needs of public sector entities, ensuring sustainable and effective asset allocation.

• Delivers Tailored Investment Solutions
  Adapts investment approaches to respond to the unique objectives and constraints of public sector organizations, ensuring alignment with public policy goals and community needs.
• Enhances Governance Standards
  Strengthens leadership frameworks by aligning investment strategies with regulatory and stakeholder requirements, promoting transparency and accountability.

Pension Administration

Pension administration covers strategic decisions and actions required for defined benefit pension plan sponsors.

• Facilitates Smooth Plan Operations
  Ensures efficient management of pension plan operations, enhancing the experience for both sponsors and participants.
• Supports Strategic Pension Decisions
  Assists organizations in implementing strategic initiatives that align with their long-term retirement objectives.
• Ensures Regulatory Compliance
  Helps organizations navigate complex regulatory landscapes to avoid penalties and ensure operational integrity.
• Identifies Pension Risks
  Proactively assesses risks associated with pension plans, allowing sponsors to manage liabilities effectively.
• Enhances Participant Engagement
  Provides necessary information to participants, ensuring they understand their benefits and options for retirement.

Pension Risk Transfer

Pension risk transfer enables de-risking and resource reallocation while managing legacy obligations to plan participants.

• Reduces Long-term Commitments
  By shifting pension liabilities, organizations can lower their exposure to market fluctuations and improve financial stability.
• Optimizes Resource Allocation
  Freeing up capital allows businesses to focus on primary operations and strategic initiatives.
• Manages Legacy Commitments
  Ensures that obligations to participants are met while navigating financial liabilities effectively.

Custodian and Lending Advisory Services

We provide custody/trustee, investment operations, and securities lending advisory services to enhance clients' operating models and optimize asset servicing.

• Protects Assets
  Provides secure custody and trustee services to safeguard client assets, ensuring compliance and regulatory adherence.
• Streamlines Operations
  Enhances investment operations efficiency through expert support, helping clients optimize their asset management strategies.
• Maximizes Returns
  Offers strategic advice to enhance securities lending programs, enabling clients to generate additional revenue from their portfolios.
• Enhances Efficiency
  Focuses on improving operational models to further optimize the services offered by custodians and asset servicers.

Health and Benefits

Health and Benefits provides data-driven, innovative, and financially sustainable solutions to optimize health outcomes and benefit programs.

• Transform Data Into Insights
  Leverage advanced data platforms and analytics to identify opportunities for improving health and benefits outcomes while minimizing financial impact.
• Simplify Benefit Navigation
  Innovative online tools facilitate employee understanding of benefits, enhancing engagement and decision-making.
• Enhance Workplace Wellbeing
  Adopt a holistic approach to workplace wellbeing that drives measurable outcomes and improves employee satisfaction.
• Optimize Benefits Spending
  Structure benefits programs to meet employee needs while ensuring financial sustainability for your organization.

Broking and Risk Transfer

Broking and Risk Transfer helps clients optimize insurance buying decisions and balance risk transfer with retention financing, utilizing advanced analytics and tailored solutions.

• Enhance Decision-Making Process
  Aon helps clients navigate complex insurance markets, ensuring they choose the best coverage options tailored to their unique risks.
• Balance Risk Retention and Transfer
  Clients receive support in determining the right blend of risk retention and transfer strategies to manage potential financial impacts effectively.
• Informed Coverage Decisions
  Advanced analytics and valuation techniques are employed to provide insights that assist businesses in making well-informed insurance choices.
• Tailor Coverage to Unique Needs
  Aon's customized approach aids organizations in addressing their specific risks through innovative insurance solutions that adapt to changing environments.
• Enhance Risk Assessment
  Utilizes comprehensive data analytics to enhance client understanding of their risk landscape, helping to inform smarter insurance strategies.